Thrivent

Thrivent Parent Rating

Above Average

Thrivent has a strong investment culture as a firm, resulting in an Above Average Parent Pillar rating.

A contributing factor to the firm's favorable rating is its impressive track record of endurance. The Thrivent 10-year success ratio is 70%, meaning that over the period, 70% of its products have survived and beaten their respective category median. A high success ratio indicates good performance and provides insight into a firm’s discipline around investment strategy and product development. The firm stands out in its commitment to investor values by offering an open-end and exchange-traded product lineup at a low cost. On average, the firm charges fees on its funds that are within the second cheapest quintile of its category. Thrivent has seen some disruption among its portfolio management ranks in the past five years, denoted by elevated turnover compared to peer asset-management firms. Long-term stability tends to support positive results.

Thrivent Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

30.67 Bil

Investment Flows (TTM)

−1.54 Bil

Asset Growth Rate (TTM)

−5.46%

# of Share Classes

42
Morningstar Rating # of Share Classes
2
14
19
6
0
Not Rated 1

Exchange-Traded Funds

View All Thrivent ETFs

Market

US ETFs ex FoF ex Feeder

Total Net Assets

200.31 Mil

Investment Flows (TTM)

30.92 Mil

Asset Growth Rate (TTM)

21.92%

# of Share Classes

1
Morningstar Rating # of Share Classes
0
0
0
0
0
Not Rated 1
Name
Morningstar Rating Overall
5-Year Category Rank
Thrivent Small-Mid Cap ESG ETF

Morningstar Mentions

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